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Apple Stock Symbol: AAPL-Q

Notes:PC Mnfctr

Last Price Recorded: 524.7500 on 2014-04-23 23:40:39

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Date Signal Expert Opinion Price
2014-04-14 TOP PICK John O'Connell, CFA

He is excited that there are new products later this year that will move the needle.  IPhone 6, for example.  IPhone watch is going to come out.  It will be popular.  New Ipads and new Macbook.  Technology in the phone will become an important part of payment technology.


Price:
$521.680
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-10 TOP PICK Don Lato

Valuation is still compelling.  The big knock lately was no new products.  But with an increased R&D budget for the last several years and the greatest engineering team in the world, he believes we will see something before the end of the year.


Price:
$523.480
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-03-10 PAST TOP PICK David Baskin

(A Top Pick Feb 19/13. Up 18.21%.) This is still a tremendous franchise trading at a really low price. If you take the cash off per share, it is trading at around 9X earnings. He sees this being worth $700-$800.


Price:
$530.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on COMMODITIES
Owned:
Yes
2014-02-21 BUY Colin Stewart

It is a really hated stock.  Generates a lot of cash flow.  8 times earnings so it represents great value.  You need some innovation and new products for it to move.  It’s hard to know exactly when that is going to happen.  Thinks it will be in the next 12 to 24 months.


Price:
$525.250
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
Unknown
2014-02-14 COMMENT Michael Simpson, CFA

There was a dip, but it recovered quite nicely. They were busy buying back shares. His issue with this company is what is their next leg. If they penetrate the Chinese market, he wants to know what kind of margin they’ll get and the type of phone they will have.


Price:
$543.990
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2014-02-06 COMMENT Mike S. Newton, CIM FCSI

Has been a little disappointed in the last couple of months. The issue he has is that everybody just focuses on the iPhone numbers now. They are not realizing there is a strong franchise under their very loyal clientele. They need to step it up with some advance product announcements in the near-term. Expects this will be pretty quiet for 4-5 months and you’ll collect a nice dividend.


Price:
$512.510
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2014-01-30 DON'T BUY Darren Sissons

Not a huge fan of this company. Don’t confuse a good company with a good product. The growth of the company has been so large for such a relatively short period of time that expectations are such that this will continue. Feels there is more downside here longer-term.


Price:
$499.782
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
2014-01-29 TOP PICK Gordon Reid

Turning out a ton of cash. 30% of their market cap right now is in cash and will be 40% within 2 years. They are going to have another kick at the can with a refresh cycle with iPhone 6. Upgrades will be close to double what it was for iPhone 5. In China, with China Mobile, they have just scratched the surface. They are in 16 cities there and by the end of the year they say they are going to be in 300. With all that said, the investment in this company is in innovation. 2.44% yield.


Price:
$500.750
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-01-23 COMMENT David Burrows

Feels the numbers are possibly quite good both from the iPad side and from the iPhones. Consumer technology is behaving pretty well. This is one that you could own. It will be hard to have a huge win out of it. They have a tough act to follow and it will be hard for them to re-create the growth that they have had over time. Expects there are better spots to be invested in.


Price:
$556.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-01-22 BUY Brian Huen

A bigger position in his funds.  Likes the fundamentals of the company.  Lots of cash flow and continue to innovate.  He believes the company has way too much cash and it should go to dividends.  M&A has been a pretty spotty strategy for the Apple.  They are an innovation company.  If you get an apple device in people’s hands they start buying the other products.


Price:
$551.510
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH US ECONOMY
Owned:
Yes
2014-01-21 COMMENT John O'Connell, CFA

4th quarter is becoming more cyclical for all the phone companies, so there is a good chance that the next quarter coming up could be a little bit weaker. Offsetting that will be the positive impact and the look-through as to what is going on with China Mobile and their sales. Another catalyst for this stock will be the new i-Watch they will be releasing.


Price:
$549.070
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-09 PAST TOP PICK David Baskin

(A Top Pick Dec 20/12. Up 5.63%.) Surprised it hadn’t done better. Still believes in the stock and that it should be trading closer to $600 a share.


Price:
$536.519
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-01-06 COMMENT Larry Berman CFA, CMT, CTA

When shares are bought back, pushed by activists, it often does not work.  Typically share buy backs are positive. 


Price:
$543.930
Subject:
TECHNICAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2014-01-02 PAST TOP PICK Gordon Reid

(A Top Pick Dec 19/12. Up 7.73%.) Thinks there are a lot of exciting things happening for 2014. The biggest and most important are new products. We need another wild product and if we get it the stock is going to do extremely well. Not only will earnings, revenues grow, but there will be a revision of the multiples upward. These are the 2 things that really drive stock prices. Carl Eichorn is pushing for a stock buyback, so capital allocation is a possible catalyst for a higher price. Also China Mobile is going to add a lot of units, which is another support under the stock.


Price:
$553.130
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-12-23 BUY Barry Schwartz

This stock could see some significant up move in 2014. China Mobile helps and there are new products that are definitely on the way in 2014. Sees improving demand for smart phones. For every phone sold, only 30% of them are smart phones globally. Valuation is cheap and you are not paying a lot for earnings. Doing all the right things.


Price:
$570.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-12-09 DON'T BUY Gavin Graham

(Market Call Minute) Once you get to be the biggest by market cap there is nowhere to go but down.  Won’t make you much money over the next few years.


Price:
$566.430
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
BULLISH
Owned:
Unknown
2013-12-05 DON'T BUY Darren Sissons

The only near-term catalyst that he sees is that China Mobile, which has billions of subscribers, is talking about launching the iPhone, which would be a big deal for the company. He is not a fan of this company.


Price:
$567.901
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
No
2013-12-03 PAST TOP PICK Gordon Reid

(A Top Pick Dec 19/12. Up 9.95%.) Have their mojo back with their existing product offering. 5S phone is doing extremely well. Has been terribly undervalued the last 2-3 years on just their existing business. Feels their existing business can take them into the $600s and maybe to an all-time high. The really exciting thing is what they come out with in 2014.


Price:
$566.322
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-12-02 COMMENT Jim Huang

Cheap by any financial means. This is why value managers and growth managers like it. You can expect that they will do more share buybacks and more dividends. They are so big though, they need to have revolutionary products to keep the momentum going. He looks at it as the next Microsoft (MSFT-Q), maybe a steady return and a good dividend but you shouldn’t expect too high a return out of this one.


Price:
$551.230
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-11-28 TOP PICK Barry Schwartz

Has about 15% market share in smart phones. They make about $200 net after taxes on each cell phone. 15% on 1.7 billion phones, that is $50 billion in profits, just on smart phones. Buying back stocks. Can see them earning $90 a share 3 years from now. Yield of 2.23%.


Price:
$545.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-11-27 HOLD Don Lato

Thinks they are going to have a spectacular quarter this time. Have had the iPhone 5S for the whole quarter. Sales have been going tremendously well starting from the very 1st weekend. He feels this is the #1 stock in his portfolio in terms of waiting and risk/reward profile.


Price:
$545.960
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-13 BUY Gordon Reid

This is a growing pie as smart phones, through the end of the decade, are projected to grow at an annual rate of 15%, which is pretty rapid growth. There is lots of room for good quality providers. This company satisfies the high end of that group. Margins are being maintained. The big knock is that there is no innovation, but he doesn’t care about the leapfrog process. They’re going to do fine with support revenue and cash flow growth. The real innovation is new products. They have said that the latter part of this year and 2014 are going to be a time when we are going to see a lot of new products.


Price:
$520.634
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-07 COMMENT Paul Harris, CFA

Obviously a great company and not an expensive stock from most valuation metrics. His issue is that a lot of their margins come from the iPhone and people can be very fickle about these types of products. It will be hard for them to make massive leaps in their phones. Expect that margins will come down on iPhones. Expect you won’t see much on the stock push but will probably see more dividends and shareholder friendly stuff.


Price:
$512.492
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Unknown
2013-11-01 BUY Stuart Hinshelwood

Still the premier brand that is out there as it relates to iPads and iPhones. They can continue to push that brand further. Investors are just going to have to get used to when they ramp up products, the R&D costs that go into the building out of these devices, margins are going down. Not overly expensive. Well managed company. Expects there will be continued product innovation from them, such as a watch, TV, etc. Thinks it could get close to the $600 mark.


Price:
$520.030
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2013-10-28 BUY Ian Ainsworth

He had a big run and his experience is that consumer products like this take a big run and then roll over and die.  So now he feels it is an on-going battle of whether they will make the quarter or not.


Price:
$529.876
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2013-10-28 COMMENT Gavin Graham

Cheap on statistical measures. The problem with Apple was “what have you done for me lately”. After the iPhone and the iPad, you need something enormous and game changing. Stock price chart is starting to look like a lower high and lower low. Once you get to be the biggest company in the world, you can’t keep growing like you had. It will be difficult for them to do as well as they have over the last 5 years. Turning into a value stock with a decent dividend yield and stock buybacks. Longer-term it will be difficult for them unless they come up with a new wonderful game changer.


Price:
$529.876
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
BULLISH
Owned:
Unknown
2013-10-24 DON'T BUY Darren Sissons

He is one of the few people that have been a bear on this stock for a long time. Over the last 3 years, the stock has effectively tripled in revenues so investors have seen a substantial run up in the shares. As a consequence, it has accumulated a ton of capital and is finally returning some of that to shareholders. He questions how you can maintain that kind of momentum. As momentum slowed, institutional investors have sold down. Feels the stock has to go lower before it is really attractive.


Price:
$531.910
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
No
2013-10-17 BUY Stan Wong

Trades at a .68 peg ratio.  They have a lot of cash on hand.  Seems they are willing to make cheaper phones.  Trying to copy what others in the world are doing. 


Price:
$504.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on US & International
Owned:
Yes
2013-10-11 HOLD John Zechner

Hasn’t added to his holdings in quite a while. Has some growth issues and margins are probably not sustainable at current levels, but it is so dominant in the industry. You look at what the tablet market is doing to the PC market and that erosion continues. Thinks it is still well-positioned.


Price:
$492.812
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-10-10 PAST TOP PICK Richard Croft

(A Top Pick Oct 29/12. 0% Return.) Bull Put Spread. Sold Feb 600 Puts @ $44 and bought Feb 550 Puts @ $22.20. These expired worthless. He was trying to take a bullish position on Apple.


Price:
$489.638
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
No
2013-10-09 BUY Barry Schwartz

Emotions have taken over.  Disconnected from reality.  Generating 40 billion in free cash flow.  There is more value than the market is ascribing to this stock.  We could see it go back to $600.  For the next two to three years they are fine.


Price:
$486.588
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2013-09-20 DON'T BUY Jennifer Radman

All the companies in this group are dealing with consumer preferences.  She likes the whole smart phone trend.  It is tough to bet on one specific company to be the winner.  She plays it through QCOM.


Price:
$467.410
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2013-09-19 COMMENT Stuart Hinshelwood

Apple (AAPL-Q) versus Google (GOOG-Q)? Thinks you can own both of these. Both are good companies. This one is a battleground stock. They are still the premier player in the space but margins are going to continue to go lower over time as they continue to introduce new products. There is probably a better entry point in the $350 range.


Price:
$472.300
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
No
2013-09-13 SELL Gavin Graham

(Market Call Minute.) Reaction to the new phones is fairly disappointing. The difficulty is what to do when you are the biggest company globally. Difficult to see them coming up with any more than incremental changes. If you own, take advantage of the rebound.


Price:
$464.900
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-09-11 DON'T BUY Darren Sissons

Apple (AAPL-Q) or Facebook (FB-Q)? He doesn’t like either one of these. Apple is a great company and has great products, but the stock has fallen so much that investors are selling Short. To drive the revenues higher, they have to come up with a fundamentally new product.


Price:
$467.710
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-09-10 COMMENT Christine Poole

Pays a good dividend, which is sustainable because of the amount of cash that they hold. Product announcements are coming out currently and if you own, you could hold for a while. She has stepped out of the whole hardware device space because there is a lot of change going on and it is getting very competitive.


Price:
$494.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-09-03 DON'T BUY Norman Levine

Not a fan of this company and he would rather be in the parts as opposed to the end company. Doesn’t want to be in the handset business and that is a big part of their business. This is not the “Steve Jobs Apple” and has shown this in the last 2 years. Hasn’t shown any innovation.


Price:
$488.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-08-26 TOP PICK Don Lato

Valuation is ridiculously low in terms of a Price to Growth model. Even if you look at 10% growth, which is well below what they’ve generated in earnings growth historically, stock is trading at just over 12X this year’s earnings. If you strip out the cash it’s about 8X this year’s earnings. There has been renewed interest in the last few weeks. Company still has to produce good products which he thinks they do. The days of their innovation are not behind them.


Price:
$502.970
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-08-20 BUY Gordon Reid

Owned since 2006/7.  He trimmed it 7 times.  All of the issues of capital allocation policies, buy backs and refreshes of a phone are all incidental.  The real future is in innovation, things we have yet to see.  That is the thesis that puts him in Apple.  They have a good dividend policy as well as aggressive stock buybacks.  We have to see in the fall and in 2014 how they do with new products.  Great stock for your portfolio.


Price:
$501.070
Subject:
US EQUITIES
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-08-16 PARTIAL SELL Christine Poole

If you own, you might want to take some profits. The smart phone market is getting pretty fully penetrated, especially the high-end where this company participates. Smart phones is a product cycle driven market.


Price:
$502.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-08-14 COMMENT Michael Bowman

Thinks this business is all about new product. There is a new iPhone coming out on Sept 10. Their new iPhone was similar to the one before that. When a tech stock starts paying dividends or buying back its own shares, it tells him that that is the best thing they can do with their money. If that’s the case, then the R&D pipeline is maybe kind of bogged down. He believes the stock will be higher 6 months from now and there will probably be more new products before December.


Price:
$498.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
No
2013-08-12 COMMENT Benj Gallander

Way too high priced for him


Price:
$467.360
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2013-08-07 HOLD Brian Acker, CA

He has a model price of $535 giving it a 15% upside. However, he thinks it’s going to have major resistance at $500. The balance sheet is growing very, very quickly.


Price:
$464.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-07-30 COMMENT Richard Croft

(Worst call ever made.) He had a $423 Put Spread which expired last January. He had said that people that had this should stay with it because he didn’t think Apple would ever see $400 again.


Price:
$453.320
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
CAUTIOUS
Owned:
Unknown
2013-07-17 BUY Hank Cunningham

Recommendation for a safe Canadian or US funded fixed income product in the technology field with a 2-3 year hold. Buy some of the Apple (AAPL-Q) bonds. Very safe credit. There is a 5-year and the 10 year that you could hold but he would buy the 10 year and hold it in the context of a portfolio. Has the best credit rating of any technology company other than Microsoft (MSFT-Q).


Price:
$430.310
Subject:
FIXED INCOME
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Unknown
2013-07-17 TOP PICK Gordon Reid

This has gone from the most loved company to probably the most hated. After cash is taken out it is trading at probably 7X earnings. Has a capital allocation policy that is new over the last few months. Right now they are paying about a 3% dividend. Committed to a $60 billion buyback which probably adds 2.5%-3% to shareholder return. Has a 15% free cash flow yield. The opportunity to the upside is that they come out with a product that catches on, in which case it will be a very successful re-emergence. The downside is that it becomes a little bit like Microsoft (MSFT-Q), a sort of utility like vehicle.


Price:
$430.310
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2013-07-05 BUY Don Lato

Badly in need of a catalyst. Share price is off almost 45% from the highs. With 10X earnings, a tremendous R&D capability behind it and the Eccosystem that is going to keep their existing customers there, now is the time to be Buying. Expect there will be a big move over the next 2-3 years.


Price:
$417.420
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-07-03 BUY Barry Schwartz

Still buying this for new clients. He loves to buy stocks that are hated. At some point the dividend will be higher. Thinks the 2014 will be a better year for this company.


Price:
$420.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-07-02 DON'T BUY Lorne Steinberg

If the iPhone somehow becomes uncool, that will clobber them.  Their market share has peaked as tablets have been commodities.  Doesn’t want to bet on consumer trends.


Price:
$418.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on CANADIAN MARKET
Owned:
No
2013-06-27 DON'T BUY Paul Harris, CFA

As great a company as this is, it is a gadget maker, although a very cool gadget maker. His issue is that competition has caught up from the other gadget makers. Also, when you have an iconic person like Steve Jobs running the company, mediocrity runs away. Great company, not expensive, has lots of cash but he doesn’t think innovation will continue.


Price:
$393.780
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
No
2013-06-19 COMMENT Gordon Reid

He is positive on this company. 2 things had to happen to move the stock. One was they had to get their capital allocation policy in place, which they have done and will be distributing about $100 billion by the end of 2015 through stock buybacks and dividends. The other, and more important issue, is to convince the market that they continue to be an innovator, and if they can, this is a great opportunity. They are talking about a number of new products starting in the fall of 2013 and going into 2014. A solid company and very inexpensive.


Price:
$423.000
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2013-05-16 PAST TOP PICK Stan Wong

Recommended at 571.72 now 434.58 down 22.35% They did a share purchase plan a few weeks ago, which put a floor on the recent drop in share price.  Still some catalysts, Apple TV, Iphone. Have started buying it for new clients recently. The growth won't be as big as it has been in the past.


Price:
$434.578
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-09 WATCH Jon Vialoux

Has been YOUR tech spot until last month.  It has been bottoming for some time.  He wishes it to retest previous levels.


Price:
$456.770
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2013-04-30 DON'T BUY Lorne Steinberg

Raised $17 billion in a bond issue which he thinks is absolutely insane. For a company with $100 billion plus in cash to respond to a hedge funder to do a massive share buyback, raise the dividend and borrow money makes absolutely no sense. It always worries him when companies try to raise shareholder value by doing a massive share buyback. Great company but they need to come out with a new product. Losing traction on the phone side to Samsung.


Price:
$442.780
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BULLISH on FOREIGN
Owned:
No
2013-04-29 BUY John Wilson

Has been buying at these prices. Feels that it offers value. Challenged in terms of some of the market share dynamics going on with Samsung. However they have a pretty good moat around their business in terms of their eco system. Has a very strong brand appeal. They continue to take market share.


Price:
$430.120
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-04-18 DON'T BUY Jennifer Radman

Such a big part of culture.  They revolutionized how we use technology.  How do you replicate that again.  She prefers Qualcom because they have the patents on all the technology and the chipset side of the business.


Price:
$392.050
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-04-18 BUY Barry Schwartz

No one can argue about the value in the company. There is $140 billion in cash and it is paying a dividend. Its products are not going away. There is lack of enthusiasm right now so this is probably the time to be loading up on the stock. This is at the height of maximum pessimism.


Price:
$392.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2013-04-11 HOLD Gordon Reid

Although he owns this, at this point he has 2 major issues. One is capital allocation policy. They have $137 billion and they have to figure out what to do with it. Secondly, they have to overcome this wave of pessimism that is sweeping over the company. This is sort of rooted in the idea that innovation died with Steve Jobs. The market is looking for a new innovative product such as a phone, iPad, TV, etc.


Price:
$434.330
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-09 HOLD Christine Poole

(Market Call Minute.) Have a lot of cash so it is safe. She is waiting to see what the next product line is going to be.


Price:
$426.980
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-03-27 PAST TOP PICK Don Lato

(A Top Pick March 2/12. Down 15.62%.) Has clearly changed from a momentum stock, even though the valuation never approached dangerous levels. Feels a little bit of momentum is coming back. Earnings growth has flattened out in the last couple of quarters but doesn’t think it’s going to stay that way forever. Trading at only 10X earnings. Could see it moving into the mid-to high $500’s this year.


Price:
$452.080
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
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1 Comment

Frodo

October 23rd 2012 at 12:33am

I don't understand why the experts keep saying this is a cheap company. The stock is over $600 per share. That's not cheap!


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